ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 687 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $52,900,129 | +11.8% | 478,734 | +11.8% | 0.14% | +11.2% |
Q1 2024 | $47,310,199 | -20.7% | 428,129 | -20.9% | 0.12% | -36.2% |
Q4 2023 | $59,622,422 | -44.2% | 541,382 | -44.0% | 0.20% | -62.3% |
Q3 2023 | $106,876,439 | -47.2% | 967,471 | -47.2% | 0.52% | -34.0% |
Q2 2023 | $202,470,351 | +50.2% | 1,833,140 | +50.2% | 0.79% | +147.8% |
Q1 2023 | $134,832,260 | +2756.9% | 1,220,202 | +2742.1% | 0.32% | +960.0% |
Q4 2022 | $4,719,589 | +56.6% | 42,933 | +56.7% | 0.03% | -16.7% |
Q3 2022 | $3,014,000 | +95.7% | 27,397 | +95.8% | 0.04% | +111.8% |
Q2 2022 | $1,540,000 | +35.8% | 13,991 | +36.4% | 0.02% | -32.0% |
Q3 2021 | $1,134,000 | -49.8% | 10,261 | -49.9% | 0.02% | -49.0% |
Q2 2021 | $2,261,000 | +9.3% | 20,466 | +9.3% | 0.05% | 0.0% |
Q1 2021 | $2,069,000 | – | 18,725 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marks Wealth, LLC | 71,534 | $7,904,507 | 70.88% |
ACUTE INVESTMENT ADVISORY, LLC | 751,003 | $82,985,834 | 54.36% |
Gateway Advisory, LLC | 1,698,780 | $187,715 | 41.80% |
LaSalle St. Investment Advisors, LLC | 738,904 | $81,648 | 36.07% |
PEAVINE CAPITAL, LLC | 1,227,795 | $135,671,357 | 31.32% |
Cornerstone Retirement Group, Inc. | 846,569 | $93,545,911 | 27.44% |
Estate Counselors, LLC | 1,187,945 | $131,267,923 | 17.35% |
AFFINIA FINANCIAL GROUP, LLC | 201,113 | $22,198,741 | 16.43% |
Crane Advisory, LLC | 432,798 | $47,703,020 | 16.21% |
Allred Capital Management, LLC | 274,859 | $30,371,876 | 16.09% |